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Oct 22, 2012
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meanwhile, cnbc's romney index which includes stocks that could benefit from a romney win like peabody energy and morgan stanley, it rallied almost 1% today. guys, what are those charts telling you? >> romney rally index is definitely driven by things that are fundamentally a backdrop we're seeing anyway. again, industrial but cyclical even in the resources is something that we're getting and it's really nothing to do with what's going on here. it is what's going on in china. it is some restocking. it's not full steam ahead. >>> all right. coming up, one of our traders has dug up a play that's sure to put profits in your profit. stay tuned because we will show you our trade of the day and it's a shiny one. when we come back. i look at her, and i just want to give her everything. yeah, you -- you know, everything can cost upwards of...[ whistles ] i did not want to think about that. relax, relax, relax. look at me, look at me. three words, dad -- e-trade financial consultants. so i can just go talk to 'em? just walk right in and talk to 'em. dude, those guys are pros. they'll hook you u
meanwhile, cnbc's romney index which includes stocks that could benefit from a romney win like peabody energy and morgan stanley, it rallied almost 1% today. guys, what are those charts telling you? >> romney rally index is definitely driven by things that are fundamentally a backdrop we're seeing anyway. again, industrial but cyclical even in the resources is something that we're getting and it's really nothing to do with what's going on here. it is what's going on in china. it is some...
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Oct 17, 2012
10/12
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romney is able to get in there. i still look at the financials. i think under either president, the financials are going to work. specifically, i look at jp morgan and look at wells fargo. i think those names really have the most intense upside movement under either president. >> joe? >> love the financials. i heard you the other day talk about goldman sachs. i bought goldman sachs. i think goldman sachs is turning the corner. the reputational risk is gone. the return of net interest margin, i think that would be favorable to really accelerate the advance of the financials. >> big drags on the wells fargo, jp morgan. that was the big surprise out of wells' report. that net interest margin was much worse than expected. >> and i think you'll see an acceleration there. financials really, really would catch a bid because they are still undervalued. >> and there are beta names. goldman sachs and citi are clearly the beta names. want explosion in the upside, those are the names in the financials. >> price matching policies getting ramped up. which retai
romney is able to get in there. i still look at the financials. i think under either president, the financials are going to work. specifically, i look at jp morgan and look at wells fargo. i think those names really have the most intense upside movement under either president. >> joe? >> love the financials. i heard you the other day talk about goldman sachs. i bought goldman sachs. i think goldman sachs is turning the corner. the reputational risk is gone. the return of net...
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Oct 10, 2012
10/12
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romney did in those debates, but i think either way these stocks can go higher. i think across the entire spectrum of these names. the financials, particularly the ones that are going to give you a healthier dividend have more upside. but i think either way, these names will continue to work for the upside. >> yeah, morgan stanley and citi are chosen as part of the portfolio. pick some names from the energy space? >> well, in the energy space it's all about the refiners, that's where most folks have been positioned. pete has been on that story, as well. a little bit of a reallocation, you look at exxon mobil which has proven oil reserves and has a touch of natural gas. i think under a romney administration, a big large cap oil name like exxon mobil will do well. however, i'm not entirely in love with energy here. and understand the congress that romney would be working with is not the congress that we had under president bush, which is a very pro-oil type of congress, right? >> stephanie link, take a position on hospital stock. one of the sectors that seems most
romney did in those debates, but i think either way these stocks can go higher. i think across the entire spectrum of these names. the financials, particularly the ones that are going to give you a healthier dividend have more upside. but i think either way, these names will continue to work for the upside. >> yeah, morgan stanley and citi are chosen as part of the portfolio. pick some names from the energy space? >> well, in the energy space it's all about the refiners, that's...
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Oct 23, 2012
10/12
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the risk is more for the dollar on a romney ving try. >> what is your favorite currency? >> dollar yen. >> because of the intervention? >> absolutely. given the fact they will print more money. and that is as soon as next week. >> 1810 is the level. >> you buy on a dip to 7950. the target is 82-plus. i definitely buy a dollar yen. >> good see you, paul, thank you for your time. paul richards joining us there from ubs in stanford. >>> the next hour on cnbc, a big hour, former fed chief alan green span will join power lunch live about 24 hours before the fed decision. his thoughts on the recovery and the bernanke put, is it dissolving? one of the big questions of the day. >>> but first, final trades next on the "halftime report." [ horn honks ] hey, it's sandra -- from accounting. peter. i can see that you're busy... but you were gonna help us crunch the numbers for accounts receivable today. i mean i know that this is important. well, both are important. let's be clear. they are but this is important too. [ man ] the receivables. [ male announcer ] michelin knows it's bett
the risk is more for the dollar on a romney ving try. >> what is your favorite currency? >> dollar yen. >> because of the intervention? >> absolutely. given the fact they will print more money. and that is as soon as next week. >> 1810 is the level. >> you buy on a dip to 7950. the target is 82-plus. i definitely buy a dollar yen. >> good see you, paul, thank you for your time. paul richards joining us there from ubs in stanford. >>> the next...
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Oct 24, 2012
10/12
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romney does win. i'm obviously a supporter. not sure what that means, however, for federal reserve policy, other than you can rest very much assured that there be a new fed chairman. that's almost a certainty. question will be, who will mr. romney appoint to that position. i think making trades predicated upon whether mr. romney wins or doesn't win, whether he changes or doesn't change the federal reserve is far more -- far beyond my ability to comprehend. >> let me ask you about gold. we're perched just above $1,700 at the moment. it's been a bad month for gold. you're talking down the inflationary effect the fed is having. is your belief in bullioneon further eroding? >> everyone should own some gold in their portfolio. that's what i would hold, some gold, a modest amount, a small amount, a meager amount, but nothing dramatic. and again, that was predicated upon the fact that the adjusted monetary base is falling. so given that, i've been effectively out of the gold market. i'm being attacked on a rather consistent basis by t
romney does win. i'm obviously a supporter. not sure what that means, however, for federal reserve policy, other than you can rest very much assured that there be a new fed chairman. that's almost a certainty. question will be, who will mr. romney appoint to that position. i think making trades predicated upon whether mr. romney wins or doesn't win, whether he changes or doesn't change the federal reserve is far more -- far beyond my ability to comprehend. >> let me ask you about gold....
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Oct 3, 2012
10/12
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if romney/ryan win, i think all bets are off. >> so if romney wins, you have to change your investment thesis and your ideas for what stocks could work in a romney administration? >> no, not really. you've had me on the program several times and i consistently try to talk about did your only investment themes. and that's one category is innovation, that's important new medicines for grieve vus illnesses. and another theme that will be with us regardless of who the president is and who controls the senate and house is cost of health care. yes, i would submit to you that if romney wins, it's going to have a knee jerk response to a few of those sectors, but what i'm really talking about and what we're focused on is things we think will unfold over the next many years. >> among your top five holdingses you have gilead in there, so that goes toward the technology and development of drugs. how about some of the other best picks in your portfolio right now? >> well, one that i want to share with the audience is a little small cap called pcrx and i'm really excited about this one. it's very ea
if romney/ryan win, i think all bets are off. >> so if romney wins, you have to change your investment thesis and your ideas for what stocks could work in a romney administration? >> no, not really. you've had me on the program several times and i consistently try to talk about did your only investment themes. and that's one category is innovation, that's important new medicines for grieve vus illnesses. and another theme that will be with us regardless of who the president is and...
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Oct 15, 2012
10/12
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. >> if you see romney come in and win the election, these coal names are all going to double from here i believe, but if that doesn't happen, they should still hold these levels because there is real value here. use the 100 day as your stop. >> speaking of the highs of the day, noticing right now that that's where u.s. stocks are. dow jones industrial average is up 80 points. there's the s&p 500, highs of the day, a gain of eight. one half of 1%. reversing last week's losses. you had the worst week for the stock market since june last week. so a bit of a reversal right there. still to come on "halftime" goldman makes a call on the cliff, one that's not shared by the majority of investors and we're certainly going to debate it. plus a bullish case for stocks even though it may require a bit more risk taking than usual. >>> and later, we cross in the accountability zone as new numbers question the earnings power of high speed trading. we're back just after this. americans believe they should be in charge of their own future. how they'll live tomorrow. for more than 116 years, ameriprise
. >> if you see romney come in and win the election, these coal names are all going to double from here i believe, but if that doesn't happen, they should still hold these levels because there is real value here. use the 100 day as your stop. >> speaking of the highs of the day, noticing right now that that's where u.s. stocks are. dow jones industrial average is up 80 points. there's the s&p 500, highs of the day, a gain of eight. one half of 1%. reversing last week's losses....